| Lpl Financial LLC | $2M | 23,458 | 2026-06-30 |
| The Caprock Group, LLC | $1.4M | 51 | 2026-06-30 |
| Creative Planning | $1.4M | 1,171 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $1.3M | 2,863 | 2026-06-30 |
| Citadel Advisors LLC | $1.1M | 0 | 2026-06-30 |
| Wedmont Private Capital | $988.4K | 12 | 2026-06-30 |
| Gts Securities LLC | $907.6K | 0 | 2026-06-30 |
| Waverly Advisors, LLC | $877.4K | 231 | 2026-06-30 |
| Osaic Holdings, Inc. | $877.3K | 0 | 2026-06-30 |
| Farther Finance Advisors, LLC | $731.2K | 334 | 2026-06-30 |
| Captrust Financial Advisors | $629.8K | 962 | 2026-06-30 |
| Susquehanna International Group, LLP | $546.3K | 0 | 2026-06-30 |
| Focus Partners Wealth | $499.8K | 1,048 | 2026-06-30 |
| Mariner, LLC | $382.3K | 0 | 2026-06-30 |
| Morgan Stanley | $378.3K | 23,185 | 2026-06-30 |
| Fmr LLC | $335.8K | 0 | 2026-06-30 |
| Seia | $309.1K | 141 | 2026-06-30 |
| Pure Financial Advisors, LLC | $299.1K | 88 | 2026-06-30 |
| Arkadios Wealth Advisors | $288.8K | 226 | 2026-06-30 |
| Cetera Investment Advisers | $274.5K | 10,370 | 2026-06-30 |
| Brown Brothers Harriman Mutual Fund Advisory Department | $263.4K | 0 | 2026-06-30 |
| Ae Wealth Management LLC | $262.4K | 471 | 2026-06-30 |
| Ep Wealth Advisors, LLC | $251.3K | 338 | 2026-06-30 |
| Lido Advisors, LLC | $236.3K | 320 | 2026-06-30 |
| Quantinno Capital Management LP | $215.9K | 0 | 2026-06-30 |
| Simplicity Wealth, LLC | $205.7K | 0 | 2026-06-30 |
| Wilkerson Advisory Group LLC | $148K | 5 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $139K | 21 | 2026-06-30 |
| Key Financial, Inc. | $122.2K | 8 | 2026-06-30 |
| Global Retirement Partners LLC | $74.3K | 491 | 2026-06-30 |
| Allworth Financial, LP | $66.4K | 317 | 2026-06-30 |
| Royal Bank of Canada | $56K | 0 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $48.1K | 0 | 2026-06-30 |
| Financial Avengers, Inc. | $47.8K | 1 | 2026-06-30 |
| Cwm, LLC | $44K | 667 | 2026-03-31 |
| Bank of Montreal /can | $32.3K | 0 | 2026-06-30 |
| Kingdom Financial Group Llc. | $26.9K | 15 | 2026-06-30 |
| Sjs Investment Services | $25.3K | 19 | 2026-06-30 |
| Harbour Investments, Inc. | $19.7K | 247 | 2026-06-30 |
| Smartleaf Asset Management LLC | $18.6K | 9 | 2026-06-30 |
| Walsh & Associates, LLC | $14.2K | 9 | 2026-06-30 |
| Lanark Financial, Inc. | $12.7K | 69 | 2026-06-30 |
| Vanguard Advisers Inc | $11.2K | 2,469 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $10.3K | 0 | 2026-06-30 |
| Caldwell Sutter Capital, Inc. | $9.5K | 8 | 2026-06-30 |
| Physician Wealth Advisors, Inc. | $7.2K | 9 | 2026-06-30 |
| Wells Fargo & Company/mn | $7K | 0 | 2026-06-30 |
| Costello Asset Management, Inc. | $5.8K | 2 | 2026-06-30 |
| Ancora Advisors LLC | $5.1K | 10 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $5K | 103 | 2026-06-30 |
| Jpmorgan Chase & Co | $4.4K | 0 | 2026-06-30 |
| Arax Advisory Partners | $4K | 232 | 2026-06-30 |
| Founders Financial Alliance, LLC | $3.9K | 32 | 2026-06-30 |
| Flow Traders U.S. LLC | $1.4K | 0 | 2026-06-30 |
| US Bancorp | $1.2K | 0 | 2026-06-30 |
| Hrt Financial LP | $350 | 0 | 2026-06-30 |
| Dhjj Financial Advisors, Ltd. | $308 | 7 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $224 | 3,940 | 2026-03-31 |